Investment Advisor, Greater China (Vice President/Executive Director)
Salary undisclosed
Checking job availability...
Original
Simplified
- Provide premium investment advisory to Private Banking clients and formulate investment strategies that align with client’s target strategic assets allocation to meet investment objectives and risk profile.
- Communicate on house views to the respective marketing teams and work with product specialist for specific support and training
- Partner Relationship Managers on client meetings to articulate investment ideas, investment concepts, create investment proposals and conduct portfolio reviews.
- Participate in product idea generation and solutions by :
- keeping abreast of products in the market
- proposing new product ideas
- promoting ideas approved and endorsed by the Product Council where applicable
- developing, monitoring and following up on new trading ideas related to cash equities, bonds, FX as well as structured products under ELNs, KODAs/DEKODAs, equity options, range accrual notes
- Ensure adherence to internal and external regulations and policies at all times
- Bachelor Degree in the fields of either Finance, Business, Economics or Banking
- At least 5 years in financial industry in an investment advisory position
- Preferably CFA, CAIA, or FRM and CACS certified
- Strong knowledge of products across asset classes
- Strong interpersonal and communications skills
- Strong analytical and strategic thinking skills
- Possess future oriented mindset, strive to innovate and adapt to changes
- Strong understanding of inter-dependencies within the team and able to collaborate effectively across departments
- Ability to thrive in a fast paced environment and remain empathetic, passionate and resilient
- Chinese proficiency is required as this role is required to deal with Chinese clients
- Provide premium investment advisory to Private Banking clients and formulate investment strategies that align with client’s target strategic assets allocation to meet investment objectives and risk profile.
- Communicate on house views to the respective marketing teams and work with product specialist for specific support and training
- Partner Relationship Managers on client meetings to articulate investment ideas, investment concepts, create investment proposals and conduct portfolio reviews.
- Participate in product idea generation and solutions by :
- keeping abreast of products in the market
- proposing new product ideas
- promoting ideas approved and endorsed by the Product Council where applicable
- developing, monitoring and following up on new trading ideas related to cash equities, bonds, FX as well as structured products under ELNs, KODAs/DEKODAs, equity options, range accrual notes
- Ensure adherence to internal and external regulations and policies at all times
- Bachelor Degree in the fields of either Finance, Business, Economics or Banking
- At least 5 years in financial industry in an investment advisory position
- Preferably CFA, CAIA, or FRM and CACS certified
- Strong knowledge of products across asset classes
- Strong interpersonal and communications skills
- Strong analytical and strategic thinking skills
- Possess future oriented mindset, strive to innovate and adapt to changes
- Strong understanding of inter-dependencies within the team and able to collaborate effectively across departments
- Ability to thrive in a fast paced environment and remain empathetic, passionate and resilient
- Chinese proficiency is required as this role is required to deal with Chinese clients